We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

87 hedge funds and large institutions have $67.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 14

0.92% less ownership

Funds ownership: 13.14%12.22% (-0.92%)

3% less funds holding

Funds holding: 9087 (-3)

15% less capital invested

Capital invested by funds: $79M → $67.4M (-$11.5M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
38
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
26
Heritage Trust
Oklahoma
$378K +$410K +45,100 New
NA
27
NewEdge Advisors
Louisiana
$353K +$25.5K +2,800 +7%
FAM
28
Formidable Asset Management
Ohio
$331K +$1.55K +170 +0.4%
EM
29
ELCO Management
New York
$287K
SP
30
Successful Portfolios
Florida
$267K +$90.9K +9,988 +46%
BCM
31
Bluefin Capital Management
New York
$264K +$33K +3,623 +13%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$260K
TCA
33
Transcend Capital Advisors
New Jersey
$257K
OIA
34
OneDigital Investment Advisors
Kansas
$252K +$24.9K +2,735 +10%
JWCA
35
J.W. Cole Advisors
Florida
$233K +$25K +2,751 +11%
SPC
36
Sigma Planning Corp
Michigan
$225K +$5.89K +647 +2%
SSC
37
Syverson Strege & Co
Iowa
$217K +$49.7K +5,465 +27%
FHA
38
Flagship Harbor Advisors
Massachusetts
$207K +$2.28K +251 +1%
GWSG
39
GPS Wealth Strategies Group
Colorado
$203K +$187K +20,559 +555%
CAN
40
Cetera Advisor Networks
California
$197K +$9.1K +1,000 +4%
LCM
41
Liberty Capital Management
Michigan
$196K
MFGM
42
Marshall Financial Group (Maryland)
Maryland
$172K
AWA
43
Arete Wealth Advisors
Illinois
$171K +$186K +20,465 New
PWA
44
Primoris Wealth Advisors
Florida
$166K -$5.91K -650 -3%
WE
45
Wealth Effects
Massachusetts
$160K
CA
46
CoreCap Advisors
Michigan
$155K +$55.5K +6,100 +49%
ARC
47
Advisor Resource Council
Texas
$154K +$167K +18,370 New
AWM
48
AE Wealth Management
Kansas
$137K +$37.3K +4,100 +33%
BS
49
Boenning & Scattergood
Pennsylvania
$135K +$2.06K +226 +1%
AAS
50
Ameritas Advisory Services
Nebraska
$131K

ETJ Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2022, worth a combined $67.4M — down 15% from $79M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETJ and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 38 added.

The largest buyer was Guggenheim Capital, adding an estimated $539K. The largest seller was Pointe Capital Management, cutting an estimated $5.88M.

  • 87 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2022, down from 90 in Q1 2022.
  • Funds reported $67.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2022 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2022 was Guggenheim Capital, an estimated $539K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2022 was Pointe Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2022.